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Maker completing the Wholesale Readiness Checklist beside the Wholesale Starter System tracker

Wholesale Starter System

$19.00
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Maker completing the Wholesale Readiness Checklist beside the Wholesale Starter System tracker
  • Maker completing the Wholesale Readiness Checklist beside the Wholesale Starter System tracker
  • Complete Wholesale Starter System with Excel lead tracker, readiness checklist, and lead notes page
  • Market vendor transferring retailer lead notes into the Wholesale Starter System with two natural hands
  • Maker completing the Wholesale Readiness Checklist beside the Wholesale Starter System tracker
  • Complete Wholesale Starter System with Excel lead tracker, readiness checklist, and lead notes page
  • Market vendor transferring retailer lead notes into the Wholesale Starter System with two natural hands
Wholesale Starter System

Wholesale Starter System

$19.00

Prepare for wholesale and track retailer leads, products of interest, follow-up dates, potential orders, priority, and notes.

What's included

  • 6-sheet Excel workbook with dashboard
  • Wholesale Leads tracker with 200 entry rows
  • Pipeline Summary with stage counts, potential value, and average potential order
  • Product Interest worksheet with 50 planning rows
  • Follow-Up planner with 100 entry rows
  • 3-page printable Wholesale Readiness Checklist
  • 3-page fillable Wholesale Readiness Checklist with 23 interactive fields
  • Wholesale Lead Notes page in both PDF versions
  • Quick-start guide and standard-use license

Who it's for

Farmers market vendors, makers, small product businesses, farmstand sellers, and creative entrepreneurs who want practical systems instead of complicated software.

How to use it

  1. Complete the Wholesale Readiness Checklist.
  2. Add qualified retailers and wholesale prospects to the Wholesale Leads sheet.
  3. Record products of interest, follow-up dates, lead status, priority, and potential order value.
  4. Use the Follow-Up sheet to manage active next actions.
  5. Review the Dashboard and Pipeline Summary regularly.

Format and delivery

Instant digital download delivered as a ZIP file. The tracker is an Excel workbook, and the readiness checklist is included in printable and fillable PDF formats. No physical item is shipped.

Frequently asked questions

Does the dashboard update?
Yes. Dashboard and pipeline formulas update from entries in the Wholesale Leads sheet.

Is the checklist fillable?
Yes. The fillable PDF includes 23 interactive fields. A printer-friendly version is also included.

Does this include a line sheet?
No. The Wholesale Line Sheet is a separate product and is not included in this starter system.

Important

This product is an organizational and business-planning tool. It does not replace legal, tax, accounting, insurance, labeling, food-safety, licensing, privacy, or market-specific requirements.

License

Standard use is for one person or one business. Source files and editable templates may not be resold, shared, redistributed, sublicensed, or used to create a competing template product.
License & Usage

Every purchase includes a license for personal and commercial use — you can use the artwork in your own finished products, packaging, and designs, with no limit on how many you sell. Source files can't be resold or redistributed on their own. Full terms are on our Licensing page.
Delivery & Files

This is an instant digital download — no physical item is shipped. You'll get a download link by email as soon as payment is confirmed. See the file formats included with this product above, and check our FAQ if your download doesn't arrive.

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